Offer 02 ยท Scoped consultancy
One page that shows where the project stands.
A planning and progress dashboard built in Excel or Power BI around the KPIs you actually track, wired to your existing data sources.
Who this is for
Project and PMO teams that report from scattered spreadsheets and want a consistent, repeatable monthly view of progress, milestones and variance.
What you receive
- A dashboard in Excel or Power BI with agreed KPIs and layout
- Planned versus actual progress and S-curve views
- Milestone and look-ahead tracking
- Data model and refresh steps so your team can update it
- A short handover session and a one-page user guide
What we need from you
- Your KPI list or reporting format, if you have one
- Sample data exports (P6, Excel, ERP)
- Who reads the dashboard and how often it refreshes
- Any branding or format requirements
Not included
- Custom software or web-application development
- Integrations with systems that need vendor licences or API access we do not hold
- Ongoing maintenance unless separately agreed
Timing and revisions
- Depends on data quality and KPI count. Indicative timeline confirmed in the proposal once sample data is reviewed.
- One round of layout and KPI adjustments after the first version.
Questions
Excel or Power BI?
Excel suits small teams and offline use. Power BI suits larger data sets and shared online reporting. We recommend one after seeing your data.
Will it update automatically?
Where your data comes from a consistent export, the refresh is a few steps. Fully automated feeds depend on your systems and are scoped separately.
Can I keep editing it?
Yes. You receive the working file and a user guide.
Ready to scope it?
Share the project details and the files you have. We respond with questions or a proposal outline.